Announces Peoplecasting ™ for Services Centric Organizations; Links CRM, PSA and HCM

October 19, 2015


Financial Force Logo

LAS VEGAS, NV – October 19, 2015 :, the leading cloud ERP provider on the Salesforce App Cloud, today announced Peoplecasting™, game-changing interoperability between FinancialForce Human Capital Management (HCM), FinancialForce Professional Services Automation (PSA) and Salesforce Customer Relationship Management (CRM) to help services organizations more intelligently predict and supply the resources needed to meet customer demands. FinancialForce Peoplecasting™ provides services organizations with a just-in-time approach to resource management and is uniquely possible because CRM, PSA and HCM applications all reside natively on the Salesforce App Cloud.

Bringing together services demand forecasting, capacity planning, recruiting and onboarding

Peoplecasting™ solves a continual problem services organizations experience today managing their “bench,” or the resource capacity available to staff customer projects. Without visibility of potential projects, current capacity and the potential supply of candidates, managers can find themselves short of the right skills and resources to meet customer project needs. Resource managers need to collapse the time it takes to recognize resource needs and to supply people to customer projects to maximize revenue, profitability and customer satisfaction.

To solve this problem, has made FinancialForce HCM instantly aware of professional services resource needs and has the ability to automate and expedite the processes of recruiting, approving and onboarding new employees. This just-in-time approach allows services firms to maximize profitability and customer satisfaction by supplying the right resources to billable projects with the right skills at the right time. With FinancialForce HCM, services leaders can easily collaborate with HR to identify needs, and recruit, hire, and onboard team members.

Smart absence management for services organizations

Connecting FinancialForce PSA and FinancialForce HCM also helps services managers more effectively account for absences and paid time off in their capacity plans. Approved time-off in HCM automatically appears in the PSA resource planner so managers can accurately manage and gauge capacity. A timecard entry is automatically generated to make sure the hours are accurately reflected in PSA without requiring double-entry. All this helps services managers plan resources and optimize resource schedules.

Providing one source of truth for all your employees

With FinancialForce PSA and FinancialForce HCM, employee data is in one single, real-time system. As soon as employees are hired, they are available in PSA. With self-serve functionality in the native Salesforce UI and mobile devices, employees can directly manage and update their records, which will be reflected in both PSA and HCM.

“This announcement is a great example of the synergy that can be achieved when business applications reside on a single cloud platform”, said Jeremy Roche, CEO of “Our view is that HCM applications should be integral to operations and part of the business fabric, unlike other applications that are completely disconnected from other ERP or CRM applications. This single cloud approach will also allow us to extend Peoplecasting™ to predictive analytics for talent management. For example, we can recognize patterns of top performers by triangulating employee information with operational information on sales orders from CRM, project success from PSA or customer profitability from financial management applications depending on the role of the employee. This will help companies make better recruiting and management decisions and make a significant difference to the bottom line.”

Statements from Customers:

 “For Jacobus Consulting, we believe the integration between FinancialForce HCM and FinancialForce PSA will help our company become more efficient than ever before,” said Alan Hall, SVP of Information Technology at Jacobus Consulting. “We’re hyper-focused on achieving what matters most to not only our clients but also our employees and with this new interoperability between apps, we’ll be able to reduce inefficiencies and save a significant amount of resources on previously time-consuming processes. With FinancialForce Peoplecasting™, we are looking forward to not only the time savings and increased user adoption and on-boarding of our FinancialForce ERP apps, but allowing PSA to work with HR to better recruit and on-board the right employees at the right time.”

“For a services company, FinancialForce Peoplecasting is really going to transform the way we control our data and manage resources,” said Luke Fitzwater, Business Systems Manager at Eagle Productivity Solutions. “Our biggest realized benefit with this PSA and HCM connection is that all of our data is truly created and maintained in one place, on one platform. Also, our employees love how with Peoplecasting, an approved Time Off request in HCM will also generate a PTO Timecard in PSA. This eliminates any dual-entry or miscommunication across apps. Peoplecasting will make all of our lives easier at Eagle!”

“With this tight connection between FinancialForce PSA, FinancialForce HCM and Salesforce CRM data, Summa will undoubtedly be able to better meet and exceed our customers’ expectations,” said Mark Coy, Chief Human Resources Officer at Summa Technologies. “With’s new Peoplecasting functionality, we will have stronger insight into our workforce’s skills and will be able to quickly address a gap, whether that’s go out and recruit, or view the resource library to see who’s coming off an assignment we can utilize. This will help us streamline many processes, making us more efficient and effective across the board.”


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